Aries Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $630K | Hold |
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|
2024
Q3 | $591K | Hold |
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|
2024
Q2 | $528K | Hold |
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|
2024
Q1 | $576K | Hold |
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|
2023
Q4 | $510K | Sell |
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|
2023
Q3 | $546K | Buy |
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|
2023
Q2 | $470K | Hold |
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|
2023
Q1 | $435K | Hold |
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|
2022
Q4 | $416K | Hold |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $441K | Hold |
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|
2021
Q3 | $427K | Hold |
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|
2021
Q2 | $448K | Hold |
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|
2021
Q1 | $464K | Hold |
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|
2020
Q4 | $434K | Hold |
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|
2020
Q3 | $415K | Hold |
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|
2020
Q2 | $363K | Sell |
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|
2020
Q1 | $299K | Hold |
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|
2019
Q4 | $377K | Hold |
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|
2019
Q3 | $345K | Hold |
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|
2019
Q2 | $341K | Hold |
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|
2019
Q1 | $295K | Buy |
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